Plan5500

Jerry'S Autogroup 401(K) Plan — Form 5500 plan (Jerrys Chevrolet, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jerry'S Autogroup 401(K) Plan is a benefit plan reported by Jerrys Chevrolet, Inc. under EIN 52-0685482 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $5,728,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerrys Chevrolet, Inc.
EIN
52-0685482
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
283
End-of-year plan assets
$5,728,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241002055456NAL0014381776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,728,658
Total liabilities (EOY)
$0
Net assets (EOY)
$5,728,658
Net assets (BOY)
$4,547,049

Income & contributions

Participant contributions
$732,587
Total contributions
$749,095
Total income / additions
$1,624,581

Expenses & distributions

Benefits paid
$432,383
Administrative expenses
$5,326
Total expenses
$442,972
Net increase / (decrease)
$1,181,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$5,326$02023
Adp Broker-DealerRECORD KEEPER$0$02023
AmeripriseADVISOR$0$02023

Related Form 5500 pages